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HDV

iShares Core High Dividend ETF
HDV

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
676
Grove Bank & Trust
Florida
$73.9K +$71.3K +3,050 New
GWS
677
Glassman Wealth Services
Virginia
$72.3K +$467 +20 +0.7%
SIM
678
Synergy Investment Management
Florida
$71.6K +$14.6K +625 +27%
KFI
679
Key Financial Inc
Pennsylvania
$69.4K – – –
TWD
680
True Wealth Design
Ohio
$69.3K – – –
PA
681
PSI Advisors
Florida
$67.8K – – –
CFD
682
Creative Financial Designs
Indiana
$66.8K +$117 +5 +0.2%
EB
683
Eastern Bank
Massachusetts
$66K – – –
LWMI
684
Legacy Wealth Management (Idaho)
Idaho
$65.6K – – –
T
685
Tidemark
California
$64.7K – – –
CIR
686
Clear Investment Research
Georgia
$64.4K -$2.34K -100 -4%
VWWMG
687
Vermillion & White Wealth Management Group
Pennsylvania
$64.2K -$40.6K -1,735 -40%
MA
688
Montag & Associates
Georgia
$60.7K – – –
QCG
689
Quadrant Capital Group
Ohio
$60.6K – – –
FFO
690
Fortitude Family Office
Arizona
$59.3K -$222K -9,500 -79%
FCG
691
Financial Connections Group
California
$59K – – –
MSWA
692
Marshall & Sterling Wealth Advisors
New York
$57.4K +$55.4K +2,370 New
SC
693
Stephens Consulting
Michigan
$57.4K – – –
TF
694
Tompkins Financial
New York
$54.5K – – –
CWM
695
Compass Wealth Management
Connecticut
$53.8K – – –
FCT
696
First Community Trust
Iowa
$52.7K – – –
AG
697
AmeriFlex Group
Nevada
$52.4K – – –
WIM
698
Westside Investment Management
California
$50.7K +$14.3K +610 +41%
GCM
699
Gables Capital Management
Florida
$50.3K – – –
YP
700
YANKCOM Partnership
South Dakota
$48.6K -$117 -5 -0.2%
26 27
28
29 30